Business Development Manager

Jai Mata Di Financial Solutions Private Limited; Patna; On-site; INR 500,000 - 800,000; Full time

Job summary

Jai Mata Di Financial Solutions Private Limited (JMDFSL) is seeking a proactive Business Development Manager for on-site work in Patna, Bihar. The role focuses on identifying new business opportunities, nurturing client relationships, and promoting mutual funds and insurance products to individuals and businesses.

You will meet clients, assess their financial needs, present advisory solutions, and coordinate with internal teams to track performance and support onboarding.

Qualifications

• Bachelor’s degree in Business, Finance, Marketing, or related field.
• Certifications in financial planning or insurance advisory are advantageous.
• Proven ability to meet targets and expand the customer base.

Responsibilities

• Identify and pursue new business opportunities.
• Build and maintain relationships with clients and promote JMDFSL’s financial products.
• Meet prospective and existing clients, understand financial needs, and present suitable advisory solutions.
• Coordinate with internal teams and track sales performance.
• Prepare reports and contribute to marketing and outreach activities.

Skills

Business development

Sales

Client relationships

Financial products

Communication

Negotiation

Presentation skills

Planning & reporting

Field visits

Education

Bachelor’s degree in Business/Finance/Marketing

Certifications in financial planning or insurance advisory

Job description

Company Description

Jai Mata Di Financial Solutions Private Limited (JMDFSL) is a 28-year-old financial and insurance services organization founded by qualified financial advisor Shekhar Gupta. Based in Patna, the company is recognized as one of the largest independent and unbiased financial and insurance advisory firms in Bihar. JMDFSL operates a fully integrated, professionally managed business model with a diverse portfolio of financial and insurance products. As a sub-broker of IIFL Securities Ltd., the company offers a broad range of insurance solutions and mutual funds to individuals and businesses. The organization is known for its client-focused approach, long-term relationships, and commitment to ethical advisory practices.

Role Description

The Business Development Manager role is a full-time, on-site position based in Patna. The Business Development Manager will identify and pursue new business opportunities, build and maintain relationships with clients, and promote JMDFSL’s financial and insurance products, including mutual funds and insurance solutions. Day-to-day responsibilities include meeting prospective and existing clients, understanding their financial needs, presenting suitable advisory solutions, and supporting them through the onboarding process. The role also involves coordinating with internal teams, tracking sales performance, preparing reports, and contributing to marketing and outreach activities. The Business Development Manager is expected to help expand JMDFSL’s market presence while upholding high standards of professionalism and client service.

Qualifications

• Strong business development, sales, and client relationship management skills, with the ability to meet targets and grow the customer base.
• Knowledge of financial products such as mutual funds, insurance policies, and related investment instruments, with the ability to explain them clearly to clients.
• Effective communication, negotiation, and presentation skills, including the ability to engage with diverse clients in a clear and professional manner.
• Solid organizational, planning, and reporting skills, with attention to accuracy and follow-through on client interactions and sales activities.
• Comfort working on-site in Patna, with a proactive and self-motivated approach to field visits, client meetings, and local market development.
• Bachelor’s degree in Business, Finance, Marketing, or a related field; relevant certifications in financial planning or insurance advisory are an advantage.
• Prior experience in financial services, insurance, or brokerage environments is preferred, especially in business development or sales roles.
• Ability to work ethically, maintain client confidentiality, and align with JMDFSL’s commitment to unbiased financial and insurance advisory.